Host Hotels Q2 revenue beats estimates on increased transient demand

Host Hotels & Resorts

30/07/2025 21:41

Overview

Host Hotels Q2 revenue grows 8.2%, beating analyst expectations, per LSEG data

Comparable hotel Total RevPAR grows 4.2%, driven by strong transient demand

Co raises full-year guidance

Sold The Westin Cincinnati for $60 million and recorded a gain on sale of approximately $21 million in the second quarter

Outlook

Host Hotels raises 2025 RevPAR growth guidance to 1.5% to 2.5%

Company expects 2025 Total RevPAR growth of 2.0% to 3.0%

Host Hotels sees macroeconomic uncertainty in the second half of 2025

Company anticipates decline in operating profit margin due to wage growth

Result Drivers

TRANSIENT DEMAND - Strong transient demand drove improvements in room revenues, food & beverage revenues, and ancillary spend

HIGHER ROOM RATES - Increased room rates across the portfolio contributed to RevPAR growth

LEISURE TRENDS - Improving leisure transient trends in Maui supported RevPAR growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.59 bln
$1.51 bln (12 Analysts)
Q2 EPS
$0.32
Q2 Net Income
$225 mln
Q2 Adjusted FFO Per Share
$0.58


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialized reits peer group is "buy"

Wall Street's median 12-month price target for Host Hotels & Resorts Inc is $17.50, about 7% above its July 29 closing price of $16.28

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX1Y7WCG

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)